GCM Grosvenor Future Growth

Future criteria checks 5/6

GCM Grosvenor is forecast to grow earnings and revenue by 21.1% and 12.1% per annum respectively. EPS is expected to grow by 21.3% per annum. Return on equity is forecast to be 63.2% in 3 years.

Key information

21.1%

Earnings growth rate

21.3%

EPS growth rate

Capital Markets earnings growth	15.6%
Revenue growth rate	12.1%
Future return on equity	63.2%
Analyst coverage	Low
Last updated	12 Apr 2024

Recent future growth updates

Recent updates

Grosvenor Capital Management (NASDAQ:GCMG) Is Paying Out A Larger Dividend Than Last Year

Nov 29

GCM Grosvenor reports Q2 results

Aug 09

GCM Grosvenor, Blue Wolf agrees to acquire Hallcon

Jul 05

GCM Grosvenor Inc. (NASDAQ:GCMG) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

May 17

Should GCM Grosvenor Inc. (NASDAQ:GCMG) Be Part Of Your Dividend Portfolio?

Mar 03

GCM Grosvenor declares $0.06 dividend

Jan 06

Earnings and Revenue Growth Forecasts

NasdaqGM:GCMG - Analysts future estimates and past financials data (USD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2025	566	19	21	N/A	3
12/31/2024	511	15	25	N/A	3
12/31/2023	444	13	88	92	N/A
9/30/2023	428	14	121	122	N/A
6/30/2023	443	11	150	151	N/A
3/31/2023	440	14	171	171	N/A
12/31/2022	446	20	216	217	N/A
9/30/2022	536	30	192	194	N/A
6/30/2022	517	31	201	202	N/A
3/31/2022	532	24	203	203	N/A
12/31/2021	530	21	178	179	N/A
9/30/2021	495	11	169	170	N/A
6/30/2021	479	7	138	138	N/A
3/31/2021	450	7	116	117	N/A
12/31/2020	429	4	67	68	N/A
9/30/2020	375	-41	103	104	N/A
6/30/2020	391	-18	70	75	N/A
3/31/2020	392	-13	81	86	N/A
12/31/2019	416	N/A	92	96	N/A
12/31/2018	378	N/A	116	117	N/A
12/31/2017	377	53	125	127	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: GCMG's forecast earnings growth (21.1% per year) is above the savings rate (2.3%).

Earnings vs Market: GCMG's earnings (21.1% per year) are forecast to grow faster than the US market (14.7% per year).

High Growth Earnings: GCMG's earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: GCMG's revenue (12.1% per year) is forecast to grow faster than the US market (8.1% per year).

High Growth Revenue: GCMG's revenue (12.1% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: GCMG's Return on Equity is forecast to be very high in 3 years time (63.2%).

GCM Grosvenor Future Growth

Future criteria checks 5/6

Key information

Recent future growth updates

Consensus revenue estimates decrease by 10%

Consensus EPS estimates increase by 56%

Price target increased by 8.8% to US$9.90

Price target increased to US$9.50

Consensus EPS estimates fall by 28%

Price target decreased to US$9.00

Recent updates

GCM Grosvenor Inc., Annual General Meeting, Jun 06, 2024

GCM Grosvenor Inc. to Report Q1, 2024 Results on May 07, 2024

Shenandoah Telecommunications Company (NasdaqGS:SHEN) completed the acquisition of Horizon Telcom, Inc. from Novacap TMT V managed by Novacap Investments, Inc. and Labor Impact Fund, L.P. managed by GCM Grosvenor Inc. (NasdaqGM:GCMG).

GCM Grosvenor Announces Board Appointments

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Consensus revenue estimates decrease by 10%

Upcoming dividend of US$0.11 per share

Fourth quarter dividend of US$0.11 announced

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Grosvenor Capital Management, L.P. to Report Q4, 2023 Results on Feb 13, 2024

MD & CFO notifies of intention to sell stock

Upcoming dividend of US$0.11 per share at 5.2% yield

New major risk - Revenue and earnings growth

Grosvenor Capital Management (NASDAQ:GCMG) Is Paying Out A Dividend Of $0.11

Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Shenandoah Telecommunications Company (NasdaqGS:SHEN) entered into a definitive agreement to acquire Horizon Telcom, Inc. from Novacap TMT V managed by Novacap Investments, Inc. and Labor Impact Fund, L.P. managed by Grosvenor Capital Management, L.P. (NasdaqGM:GCMG) for approximately $390 million.

Shenandoah Telecommunications Company (NasdaqGS:SHEN) entered into a definitive agreement to acquire Horizon Telcom, Inc. from Novacap TMT V managed by Novacap Investments, Inc. and Labor Impact Fund, L.P. managed by Grosvenor Capital Management, L.P. (NasdaqGM:GCMG) for approximately $390 million.

La Française Real Estate Managers acquired Corporate headquarters office building in Belgravia, London from Grosvenor Capital Management, L.P. (NasdaqGM:GCMG) for £55 million.

MD & Chief Human Resources Officer recently sold US$296k worth of stock

GCM Grosvenor (NASDAQ:GCMG) Has Affirmed Its Dividend Of $0.11

Upcoming dividend of US$0.11 per share at 5.7% yield

President exercised options and sold US$1.0m worth of stock

Consensus EPS estimates increase by 56%

GCM Grosvenor (NASDAQ:GCMG) Has Affirmed Its Dividend Of $0.11

GCM Grosvenor Inc. Approves Dividend, Payable on September 15, 2023

New minor risk - Profit margin trend

Second quarter 2023 earnings: EPS and revenues exceed analyst expectations

GCM Grosvenor Inc. to Report Q2, 2023 Results on Aug 09, 2023

GCM Grosvenor (NASDAQ:GCMG) Is Due To Pay A Dividend Of $0.11

Upcoming dividend of US$0.11 per share at 6.1% yield

GCM Grosvenor (NASDAQ:GCMG) Is Due To Pay A Dividend Of $0.11

First quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind

Gcm Grosvenor Inc. Approves Dividend, Payable on June 15, 2023

MD & CFO exercised options and sold US$611k worth of stock

Upcoming dividend of US$0.11 per share at 5.1% yield

GCM Grosvenor Approves Dividend, Payable on March 15, 2023

Full year 2022 earnings released: EPS: US$0.47 (vs US$0.49 in FY 2021)

Grosvenor Capital Management, L.P. to Report Q4, 2022 Results on Feb 14, 2023

Price target increased by 8.8% to US$9.90

RG Value Add Fund managed by RailField Partners and Grosvenor Capital Management, L.P. (NasdaqGM:GCMG) acquired 166-unit, Class B, Garden Style Multifamily Property.

Grosvenor Capital Management (NASDAQ:GCMG) Is Paying Out A Larger Dividend Than Last Year

Upcoming dividend of US$0.11 per share

High number of new directors

Third quarter 2022 earnings released: EPS: US$0.071 (vs US$0.091 in 3Q 2021)

GCM Grosvenor Approves Dividend, Payable on December 15, 2022

Grosvenor Capital Management, L.P. to Report Q3, 2022 Results on Nov 09, 2022

Upcoming dividend of US$0.10 per share

Price target increased to US$9.50

Consensus EPS estimates fall by 28%

Second quarter 2022 earnings: Revenues miss analyst expectations

Grosvenor Capital Management, L.P. Approves Dividend, Payable on September 15, 2022

GCM Grosvenor reports Q2 results

Grosvenor Capital Management, L.P. to Report Q2, 2022 Results on Aug 09, 2022

Blue Wolf Capital Partners LLC and Grosvenor Capital Management, L.P. (NasdaqGM:GCMG) acquired Hallcon Corporation from BMO Capital Partners and Novacap Industries IV LP managed by Novacap Investments, Inc.

GCM Grosvenor, Blue Wolf agrees to acquire Hallcon

Price target decreased to US$9.00

Investor sentiment deteriorated over the past week

Now 21% undervalued after recent price drop

Upcoming dividend of US$0.10 per share

Consensus revenue estimates fall by 15%

Grosvenor Capital Management, L.P. Approves Dividend, Payable on June 15, 2022

First quarter 2022 earnings: EPS and revenues miss analyst expectations

Price target decreased to US$11.00

High number of new directors

Price target decreased to US$12.33

Upcoming dividend of US$0.10 per share

Consensus EPS estimates increase by 40%

Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behind

GCM Grosvenor Announces Quarterly Dividend, Payable on March 15, 2022